Enhancing Dynamics 365 Finance and Operations with Copilot - PART 2: Install Copilot and connect to an Dynamics 365 ERP

INSTALL COPILOT AND CONNECT TO AN DYNAMICS 365 ERP

Introduction

Copilot is powered by the Azure OpenAI Service, which combines the capabilities of large language models (LLMs) with the business data residing in Dynamics 365 ERP. Copilot leverages the data in your Power Platform environment, as well as the data in Dynamics 365, Microsoft 365, and other sources, to provide relevant and accurate suggestions.

Finance and operations apps and Dataverse connection

In the fast-paced world of ERP, the integration of artificial intelligence through Copilot is not just an innovation, it's a game changer. Dynamics 365 ERP stands at the heart of business operations, managing everything from supply chain logistics to financial transactions. This guide provides an overview to implementing Copilot within your Dynamics 365 environment, empowering your business with AI capabilities.

As a prerequisite, your environment must be a cloud-deployed environment.

Second prerequisite, you must have enabled the Power Platform integration in Microsoft Dynamics Lifecycle Services. If you have any power apps in your system then this integration would be already in place.

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